Overview

Purchasing in InFocus is used to manage the purchasing and receipt of goods and services.

Once enabled, each component of the Purchasing module can be used in whole or in part based on the requirements of each individual firm.

Purchase Order Management

Purchase Orders can be created and managed through the applets found in the Purchasing module. Governed by permissions, PO's inherit controls and settings from Global Settings, Employees and Vendors that define requirements for creation and management. Furthermore, created Purchase Orders can be subject to approval and/or receiving requirements as needed.

Approvals

If enabled, Purchase Orders will undergo an approval process prior to being issued. InFocus uses line-item approvals where each line can be marked Approved or Rejected.

Approvals can be granted automatically (based on a set of approval rules) or by an assigned approver or delegate.

Receipt of Goods

Purchase Order fulfillment can be tracked by enabling Receipt of Goods.

When enabled, this provides the ability to mark a Purchase Order as received. Similar to approvals, InFocus uses line-item receiving.

Conversion to Purchase Journal

Purchase Orders can be converted directly to the Purchase Journal and each applet in the Purchasing module makes this tool available. Additionally, InFocus supports pre-billing where a Purchase Order can be billed out prior to being issued.